Civic Intelligence

Annie Maxim House, Inc.

Plan context: Annie Maxim House Inc. Retirement Plan and Trust

EIN 04-2791081 • Rochester, MA • 26 filings • 3 plans

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706 North AvenueRochester, MA 02770
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$266,847

2024 Contributions

$25,024

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$266,847$133,424$0199920132024YearValue
$266,847Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840199920122024YearValue
5Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202415$266,847$25,024$5,005iApproximate average salary by contribution assumption: employee only about $125,120 at 4% or $83,413 at 6%; with 50% employer match about $83,413 at 4% or $55,609 at 6%; with 100% employer match about $62,560 at 4% or $41,707 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-5$266,847$25,024$5,005iApproximate average salary by contribution assumption: employee only about $125,120 at 4% or $83,413 at 6%; with 50% employer match about $83,413 at 4% or $55,609 at 6%; with 100% employer match about $62,560 at 4% or $41,707 at 6%.
202314$221,826$27,383$6,846iApproximate average salary by contribution assumption: employee only about $171,144 at 4% or $114,096 at 6%; with 50% employer match about $114,096 at 4% or $76,064 at 6%; with 100% employer match about $85,572 at 4% or $57,048 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-4$221,826$27,383$6,846iApproximate average salary by contribution assumption: employee only about $171,144 at 4% or $114,096 at 6%; with 50% employer match about $114,096 at 4% or $76,064 at 6%; with 100% employer match about $85,572 at 4% or $57,048 at 6%.
202214$172,551$26,897$6,724iApproximate average salary by contribution assumption: employee only about $168,106 at 4% or $112,071 at 6%; with 50% employer match about $112,071 at 4% or $74,714 at 6%; with 100% employer match about $84,053 at 4% or $56,035 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-4$172,551$26,897$6,724iApproximate average salary by contribution assumption: employee only about $168,106 at 4% or $112,071 at 6%; with 50% employer match about $112,071 at 4% or $74,714 at 6%; with 100% employer match about $84,053 at 4% or $56,035 at 6%.
202115$167,542$28,830$5,766iApproximate average salary by contribution assumption: employee only about $144,150 at 4% or $96,100 at 6%; with 50% employer match about $96,100 at 4% or $64,067 at 6%; with 100% employer match about $72,075 at 4% or $48,050 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-5$167,542$28,830$5,766iApproximate average salary by contribution assumption: employee only about $144,150 at 4% or $96,100 at 6%; with 50% employer match about $96,100 at 4% or $64,067 at 6%; with 100% employer match about $72,075 at 4% or $48,050 at 6%.
202015$123,174$29,906$5,981iApproximate average salary by contribution assumption: employee only about $149,530 at 4% or $99,687 at 6%; with 50% employer match about $99,687 at 4% or $66,458 at 6%; with 100% employer match about $74,765 at 4% or $49,843 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-5$123,174$29,906$5,981iApproximate average salary by contribution assumption: employee only about $149,530 at 4% or $99,687 at 6%; with 50% employer match about $99,687 at 4% or $66,458 at 6%; with 100% employer match about $74,765 at 4% or $49,843 at 6%.
201915$82,926$20,621$4,124iApproximate average salary by contribution assumption: employee only about $103,105 at 4% or $68,737 at 6%; with 50% employer match about $68,737 at 4% or $45,824 at 6%; with 100% employer match about $51,553 at 4% or $34,368 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-5$82,926$20,621$4,124iApproximate average salary by contribution assumption: employee only about $103,105 at 4% or $68,737 at 6%; with 50% employer match about $68,737 at 4% or $45,824 at 6%; with 100% employer match about $51,553 at 4% or $34,368 at 6%.
201813$52,124$2,441$814iApproximate average salary by contribution assumption: employee only about $20,342 at 4% or $13,561 at 6%; with 50% employer match about $13,561 at 4% or $9,041 at 6%; with 100% employer match about $10,171 at 4% or $6,781 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-3$52,124$2,441$814iApproximate average salary by contribution assumption: employee only about $20,342 at 4% or $13,561 at 6%; with 50% employer match about $13,561 at 4% or $9,041 at 6%; with 100% employer match about $10,171 at 4% or $6,781 at 6%.
201715$49,980$2,574$515iApproximate average salary by contribution assumption: employee only about $12,870 at 4% or $8,580 at 6%; with 50% employer match about $8,580 at 4% or $5,720 at 6%; with 100% employer match about $6,435 at 4% or $4,290 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-5$49,980$2,574$515iApproximate average salary by contribution assumption: employee only about $12,870 at 4% or $8,580 at 6%; with 50% employer match about $8,580 at 4% or $5,720 at 6%; with 100% employer match about $6,435 at 4% or $4,290 at 6%.
201615$86,133$2,303$461iApproximate average salary by contribution assumption: employee only about $11,515 at 4% or $7,677 at 6%; with 50% employer match about $7,677 at 4% or $5,118 at 6%; with 100% employer match about $5,758 at 4% or $3,838 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-5$86,133$2,303$461iApproximate average salary by contribution assumption: employee only about $11,515 at 4% or $7,677 at 6%; with 50% employer match about $7,677 at 4% or $5,118 at 6%; with 100% employer match about $5,758 at 4% or $3,838 at 6%.
201515$80,950$2,318$464iApproximate average salary by contribution assumption: employee only about $11,590 at 4% or $7,727 at 6%; with 50% employer match about $7,727 at 4% or $5,151 at 6%; with 100% employer match about $5,795 at 4% or $3,863 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-5$80,950$2,318$464iApproximate average salary by contribution assumption: employee only about $11,590 at 4% or $7,727 at 6%; with 50% employer match about $7,727 at 4% or $5,151 at 6%; with 100% employer match about $5,795 at 4% or $3,863 at 6%.
201415$77,622$2,250$450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-5$77,622$2,250$450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%.
201314$112,741$1,025$256iApproximate average salary by contribution assumption: employee only about $6,406 at 4% or $4,271 at 6%; with 50% employer match about $4,271 at 4% or $2,847 at 6%; with 100% employer match about $3,203 at 4% or $2,135 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-4$112,741$1,025$256iApproximate average salary by contribution assumption: employee only about $6,406 at 4% or $4,271 at 6%; with 50% employer match about $4,271 at 4% or $2,847 at 6%; with 100% employer match about $3,203 at 4% or $2,135 at 6%.
201214$95,693$1,771$443iApproximate average salary by contribution assumption: employee only about $11,069 at 4% or $7,379 at 6%; with 50% employer match about $7,379 at 4% or $4,919 at 6%; with 100% employer match about $5,534 at 4% or $3,690 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-4$95,693$1,771$443iApproximate average salary by contribution assumption: employee only about $11,069 at 4% or $7,379 at 6%; with 50% employer match about $7,379 at 4% or $4,919 at 6%; with 100% employer match about $5,534 at 4% or $3,690 at 6%.
201114$84,604$1,614$404iApproximate average salary by contribution assumption: employee only about $10,088 at 4% or $6,725 at 6%; with 50% employer match about $6,725 at 4% or $4,483 at 6%; with 100% employer match about $5,044 at 4% or $3,363 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-4$84,604$1,614$404iApproximate average salary by contribution assumption: employee only about $10,088 at 4% or $6,725 at 6%; with 50% employer match about $6,725 at 4% or $4,483 at 6%; with 100% employer match about $5,044 at 4% or $3,363 at 6%.
201014$87,194$1,587$397iApproximate average salary by contribution assumption: employee only about $9,919 at 4% or $6,613 at 6%; with 50% employer match about $6,613 at 4% or $4,408 at 6%; with 100% employer match about $4,959 at 4% or $3,306 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-4$87,194$1,587$397iApproximate average salary by contribution assumption: employee only about $9,919 at 4% or $6,613 at 6%; with 50% employer match about $6,613 at 4% or $4,408 at 6%; with 100% employer match about $4,959 at 4% or $3,306 at 6%.
200916$145,858$5,348$891iApproximate average salary by contribution assumption: employee only about $22,283 at 4% or $14,856 at 6%; with 50% employer match about $14,856 at 4% or $9,904 at 6%; with 100% employer match about $11,142 at 4% or $7,428 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-6$145,858$5,348$891iApproximate average salary by contribution assumption: employee only about $22,283 at 4% or $14,856 at 6%; with 50% employer match about $14,856 at 4% or $9,904 at 6%; with 100% employer match about $11,142 at 4% or $7,428 at 6%.
200815$118,204$7,189$1,438iApproximate average salary by contribution assumption: employee only about $35,945 at 4% or $23,963 at 6%; with 50% employer match about $23,963 at 4% or $15,976 at 6%; with 100% employer match about $17,973 at 4% or $11,982 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-5$118,204$7,189$1,438iApproximate average salary by contribution assumption: employee only about $35,945 at 4% or $23,963 at 6%; with 50% employer match about $23,963 at 4% or $15,976 at 6%; with 100% employer match about $17,973 at 4% or $11,982 at 6%.
200716$170,948$7,698$1,283iApproximate average salary by contribution assumption: employee only about $32,075 at 4% or $21,383 at 6%; with 50% employer match about $21,383 at 4% or $14,256 at 6%; with 100% employer match about $16,038 at 4% or $10,692 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-6$170,948$7,698$1,283iApproximate average salary by contribution assumption: employee only about $32,075 at 4% or $21,383 at 6%; with 50% employer match about $21,383 at 4% or $14,256 at 6%; with 100% employer match about $16,038 at 4% or $10,692 at 6%.
200616$155,809$7,292$1,215iApproximate average salary by contribution assumption: employee only about $30,383 at 4% or $20,256 at 6%; with 50% employer match about $20,256 at 4% or $13,504 at 6%; with 100% employer match about $15,192 at 4% or $10,128 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-6$155,809$7,292$1,215iApproximate average salary by contribution assumption: employee only about $30,383 at 4% or $20,256 at 6%; with 50% employer match about $20,256 at 4% or $13,504 at 6%; with 100% employer match about $15,192 at 4% or $10,128 at 6%.
200515$134,136$5,999$1,200iApproximate average salary by contribution assumption: employee only about $29,995 at 4% or $19,997 at 6%; with 50% employer match about $19,997 at 4% or $13,331 at 6%; with 100% employer match about $14,998 at 4% or $9,998 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-5$134,136$5,999$1,200iApproximate average salary by contribution assumption: employee only about $29,995 at 4% or $19,997 at 6%; with 50% employer match about $19,997 at 4% or $13,331 at 6%; with 100% employer match about $14,998 at 4% or $9,998 at 6%.
200413$122,601$6,220$2,073iApproximate average salary by contribution assumption: employee only about $51,833 at 4% or $34,556 at 6%; with 50% employer match about $34,556 at 4% or $23,037 at 6%; with 100% employer match about $25,917 at 4% or $17,278 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-3$122,601$6,220$2,073iApproximate average salary by contribution assumption: employee only about $51,833 at 4% or $34,556 at 6%; with 50% employer match about $34,556 at 4% or $23,037 at 6%; with 100% employer match about $25,917 at 4% or $17,278 at 6%.
200315$143,040$6,866$1,373iApproximate average salary by contribution assumption: employee only about $34,330 at 4% or $22,887 at 6%; with 50% employer match about $22,887 at 4% or $15,258 at 6%; with 100% employer match about $17,165 at 4% or $11,443 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-5$143,040$6,866$1,373iApproximate average salary by contribution assumption: employee only about $34,330 at 4% or $22,887 at 6%; with 50% employer match about $22,887 at 4% or $15,258 at 6%; with 100% employer match about $17,165 at 4% or $11,443 at 6%.
200216$135,985$14,905$2,484iApproximate average salary by contribution assumption: employee only about $62,104 at 4% or $41,403 at 6%; with 50% employer match about $41,403 at 4% or $27,602 at 6%; with 100% employer match about $31,052 at 4% or $20,701 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-6$135,985$14,905$2,484iApproximate average salary by contribution assumption: employee only about $62,104 at 4% or $41,403 at 6%; with 50% employer match about $41,403 at 4% or $27,602 at 6%; with 100% employer match about $31,052 at 4% or $20,701 at 6%.
200117$0$0-
Annie Maxim House Inc. Retirement Plan and Trust-7---
200018$0$0-
Annie Maxim House Inc. Retirement Plan and Trust-8---
199918$120,804$19,012$2,377iApproximate average salary by contribution assumption: employee only about $59,413 at 4% or $39,608 at 6%; with 50% employer match about $39,608 at 4% or $26,406 at 6%; with 100% employer match about $29,706 at 4% or $19,804 at 6%.
Annie Maxim House Inc. Retirement Plan and Trust-8$120,804$19,012$2,377iApproximate average salary by contribution assumption: employee only about $59,413 at 4% or $39,608 at 6%; with 50% employer match about $39,608 at 4% or $26,406 at 6%; with 100% employer match about $29,706 at 4% or $19,804 at 6%.